Enrolmy Terminology | |
|---|---|
Attendance Reconciliation | Reconciliation is the process of ensuring that two sets of records (usually the balances of two accounts) are in agreement. Reconciliation is used to ensure that the money leaving an account matches the actual money spent, or in this case, bookings made match attendance on the day. |
Activity Statement | A statement showing all account transactions and activity within a date range you select |
Active Account | An account that has been involved in an Enrolmy booking within the past 6 months |
Activity | A programme, course, camp, lesson, or any activity which you are offering individuals to book, pay and attend |
Archived Customer | When a customer is no longer intending to book again, ie moving away, or has outgrown your activity, you can archive their account. You may also need to archive an account if it has been set up twice |
Action Cog | This symbol is found within Enrolmy pages, which when selected offers more actions. |
CSV Format | Comma Separated Values Format |
Draft Invoices | When a booking has been made an invoice will be generated and can be found in drafts. This allows you to check the information is correct or make small changes, if necessary before approving. Once approved you cannot make changes |
Incomplete Safety Form | A safety form (or Enrolment Form) which has not been fully completed and required details about the customers are missing |
New Account | This is the status of newly created customer accounts within your Enrolmy CRM for a period of time which is set by you in your settings. After the number of days chosen has passed, they will move to the active status |
Macro | A series of commands and actions that can be stored and run whenever you need to perform a task. A Macro automatically repeats the series of steps or actions. These are used in the email templates to tell the system to pre-fill first names etc… into an email template for each customer for mail merges or bulk email sending |
Outstanding Statement | A statement that will only show what is outstanding and the activity it is for up to a certain selected date range |
Online Listing | The activity you have created and its visibilty to customers on the Enrolmy website |
Placeholder Account | This is an account that has been added either by the customer or yourself, and the full enrolment has not been completed. An example of this would be when you quick book a parent into your CRM |
Pending Adjustment | This is created every time a booking has changed from its original booking and the amount has changed. This is for activities invoicing in advance |
Plus Symbol | Within Enrolmy you will see plus symbols on most pages, each one will expand further options |
Prepayments | Within Enrolmy you can choose to take a percentage of an activity cost upfront leaving the balance for payment later, that amount is a prepayment |
Safety Form | This, in essence, is the enrolment form which contains information about your customers including medical details to assist for their care, supervision and actions in the case of an emergency |
Session Categories | This is the category type, ie: Before and After School Care, Holiday Programme, Birthday Party, Class, Camp etc |
Statement | An Activity Statement is a run down of activity from a specified date to an end date, showing all activity and costs in and out. An Outstanding statement will show any outstanding balance |
Subscription | This is the monthly plan and cost which is invoiced to you for monthly payment for the services of the use of Enrolmy Software and Support |
Sync | The coordination of events to keep them in time, or payments in relations to a Xero sync, keeping both sets of records the same |
System & Default Templates | These are the automated emails that are generated by Enrolmy after certain actions are carried out, such as:
|
Status | The situation at a particular time during a process, within a customer account, the status of that account at that time |
Tags | These allow you a way to group and sort your customers |